Business Administrator Apprentice Level 3 - Financial Planning

Brief Description

Join a friendly, family-run Wealth Management practice as a Practice Administrator. You’ll support clients, manage records and documents, assist with office administration and compliance, and help the team run smoothly. With training and experience, there are opportunities to progress into practice management, paraplanning or financial advice.

Qualifications Required

A Levels or equivalent, ideally with grades A*–C.
GCSE English and Maths at grade 4/C or above.

Personal Qualities

Friendly, approachable and professional.
Eager to learn and develop new skills.
Reliable, responsible and trustworthy.
Confident and comfortable communicating with others.
Organised and able to manage time effectively.
Proactive and willing to use initiative.
Positive attitude with a genuine desire to contribute.
Adaptable and open to learning new systems and processes.
Detail-oriented with a high level of accuracy.
Hardworking and committed to completing tasks to a high standard.
Team-focused and willing to support colleagues.
Ambitious, motivated and interested in building a long-term career.

Skills Required

Excellent verbal and written communication skills.
Strong attention to detail and accuracy.
Excellent organisation and time-management skills.
Ability to manage multiple tasks and meet deadlines.
Confident using computers and Microsoft Office, particularly Word and Excel.
Quick learner with the ability to pick up new systems and software.
Professional, reliable and well-presented.
Confident speaking with clients, colleagues and third-party providers.
Able to work independently and use initiative.
Positive, proactive attitude with a willingness to learn.
Strong teamwork and interpersonal skills.
Ability to handle confidential and sensitive information appropriately.
Interest in Wealth Management and financial services.
Experience or interest in using AI technology would be beneficial.

Future Prospects

This role offers excellent long-term career progression within the practice. As you gain experience and develop your knowledge, you could progress into roles such as Practice Manager, Paraplanner or Financial Adviser. The business will provide training and development opportunities to support your career progression over the next few years.

Vacancy Detail

Key Responsibilities
Answer and make phone calls and respond to basic client enquiries.
Maintain and update client records accurately using financial software systems.
Prepare reports, valuations and paperwork for client meetings and reviews.
Manage incoming post, scanning, filing and distribution.
Order office supplies and maintain organised electronic filing systems.
Track and chase new business applications and follow up on missing information.
Complete annual internal training and compliance modules.
Provide general administrative and practical support to the wider team.
Work collaboratively within the small team and assist colleagues when required.
Identify ways to improve processes and add value to the business.
Use Microsoft Office, including Word and Excel, and learn new software systems.
Develop knowledge and skills through ongoing training, with opportunities for career progression.

Other Information

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